Purchases and Sales Made in Q1 2025 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO QQQ TRUST, SERIES 1.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.18KNew |
$1.02M - $1.17M
|
2.18K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
2.17K+ 11.15% |
$1.01M - $1.17M
|
21.6K
$12.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$1.01M - $1.17M
|
2.17K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
2.16K+ 9.0% |
$1.01M - $1.17M
|
26.2K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.16K+ 7.41% |
$1.01M - $1.17M
|
31.3K
$18.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.15K+ 13.95% |
$1.01M - $1.16M
|
17.6K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.15K+ 38.05% |
$1M - $1.16M
|
7.78K
$4.51M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.12K+ 64.25% |
$992K - $1.14M
|
5.42K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.1KNew |
$984K - $1.13M
|
2.1K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.1K+ 56.3% |
$984K - $1.13M
|
5.83K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.09K+ 1.1% |
$981K - $1.13M
|
192K
$111M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.09K+ 49.34% |
$979K - $1.13M
|
6.33K
$3.67M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
2.07KNew |
$969K - $1.12M
|
2.07K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 22.12% |
$949K - $1.09M
|
11.2K
$6.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.02K+ 7.91% |
$947K - $1.09M
|
27.6K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.02KNew |
$946K - $1.09M
|
2.02K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.02K+ 70.65% |
$945K - $1.09M
|
4.87K
$2.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.01K+ 5.66% |
$943K - $1.09M
|
37.6K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2K+ 7.05% |
$938K - $1.08M
|
30.4K
$17.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 5.75% |
$933K - $1.08M
|
36.6K
$21.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1.99K+ 236.79% |
$932K - $1.07M
|
2.83K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.96K+ 32.35% |
$916K - $1.06M
|
8K
$4.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 7.46% |
$916K - $1.05M
|
28.2K
$16.3M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.95K+ 2.15% |
$915K - $1.05M
|
92.9K
$53.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.93K+ 12.18% |
$903K - $1.04M
|
17.8K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.93K+ 0.5% |
$903K - $1.04M
|
388K
$225M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.93K+ 361.91% |
$903K - $1.04M
|
2.46K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.9K+ 283.76% |
$892K - $1.03M
|
2.58K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 2.89% |
$890K - $1.03M
|
67.7K
$39.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.88K+ 5.05% |
$880K - $1.01M
|
39.1K
$22.7M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.86KNew |
$871K - $1M
|
1.86K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.85K+ 15.53% |
$864K - $995K
|
13.7K
$7.96M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.84K+ 4.72% |
$860K - $991K
|
40.8K
$23.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.83KNew |
$856K - $986K
|
1.83K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.82K+ 70.64% |
$854K - $984K
|
4.41K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 185.5% |
$851K - $980K
|
2.8K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.81K+ 30.55% |
$848K - $977K
|
7.73K
$4.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.78K+ 6.59% |
$834K - $961K
|
28.8K
$16.7M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.77K+ 32.09% |
$827K - $953K
|
7.27K
$4.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.76K+ 15.49% |
$826K - $952K
|
13.2K
$7.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 2.55% |
$820K - $945K
|
70.5K
$40.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.74K+ 9.16% |
$817K - $941K
|
20.8K
$12.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.73K+ 110.95% |
$812K - $935K
|
3.3K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.72K+ 7.72% |
$804K - $926K
|
23.9K
$13.9M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.71K+ 3.72% |
$802K - $924K
|
47.7K
$27.7M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.7K+ 6.83% |
$796K - $917K
|
26.6K
$15.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.7K+ 2.61% |
$795K - $916K
|
66.7K
$38.7M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.7KNew |
$795K - $916K
|
1.7K
$985K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.7K+ 2.79% |
$795K - $916K
|
62.5K
$36.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.7K+ 6.44% |
$794K - $914K
|
28K
$16.3M
|